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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
576
Fifth Third Bancorp
Ohio
$110K +$74.2K +1,771 +206%
LGF
577
LGT Group Foundation
Liechtenstein
$104K +$104K +2,475 New
S
578
SignatureFD
Georgia
$100K +$2.81K +67 +3%
GRP
579
Global Retirement Partners
California
$99.5K
M
580
MOTCO
Texas
$98.4K +$98.4K +2,350 New
CTA
581
Colonial Trust Advisors
South Carolina
$98.1K +$4.19K +100 +4%
PB
582
Pinnacle Bancorp
Nebraska
$98K
SOW
583
State of Wyoming
Wyoming
$96.3K +$96.3K +2,300 New
IRAG
584
Investment Research & Advisory Group
Georgia
$94.2K
BF
585
BOK Financial
Oklahoma
$89.9K -$14.7K -358 -14%
NA
586
NewEdge Advisors
Louisiana
$89.4K
PTC
587
Private Trust Company
Ohio
$86K
CFGS
588
Concourse Financial Group Securities
Alabama
$81.5K -$4.57K -109 -5%
EWM
589
Evermay Wealth Management
Virginia
$71.1K +$71.1K +1,699 New
AF
590
Allworth Financial
California
$71K +$33.9K +809 +91%
WT
591
Washington Trust
Rhode Island
$70.6K
FHA
592
First Horizon Advisors
Tennessee
$68K +$42.2K +1,007 +163%
BFP
593
Briaud Financial Planning
Texas
$68K +$68K +1,624 New
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$65.4K +$5.57K +133 +9%
CB
595
Community Bank
New York
$64K
MHR
596
Matthew Hamilton Rosenberg
$59.2K +$5.27K +128 +10%
PFBT
597
Parkside Financial Bank & Trust
Missouri
$52.8K +$5.82K +139 +12%
PAI
598
Pittenger & Anderson Inc
Nebraska
$51.8K +$26K +620 +100%
PCMC
599
Planning Capital Management Corporation
Pennsylvania
$51.2K
HNB
600
Hilltop National Bank
Wyoming
$49.4K +$49.4K +1,179 New